Platform Vendor Review Form

It is used to capture a structured renewal review for a digital workplace platform vendor. The form records what happened during the review period, how the vendor performed against SLA and uptime expectations, how support responded, and whether the product still fits your business needs. It ends with a clear renewal recommendation and next actions.

Use it before a contract renewal, during a vendor scorecard cycle, or after a major incident that affects renewal decisions. It is also useful when a platform owner needs to compare actual service performance against what was promised in the agreement. If you are not making a renewal or retention decision, a lighter check-in form may be enough.

The form is usually completed by the platform owner, operations lead, IT manager, or procurement partner with input from support stakeholders. If the vendor affects multiple departments, include a reviewer from the business unit that depends on the platform most. The goal is to combine operational facts with business impact, not just one person's opinion.

Most organizations run it on a renewal cadence, such as annually or at the end of a contract term. If the platform is business-critical or has frequent incidents, you may also use it quarterly as part of vendor governance. The review period fields make it easy to compare one cycle to the next.

Record whether the vendor met the SLA, the actual uptime percentage, any major outages, and a short summary of recurring issues. Keep the notes factual and tied to the review period so the decision is easy to audit later. If the vendor has multiple service tiers, note which tier the contract covers.

Use the roadmap and product fit section to separate confirmed commitments from hopeful assumptions. List the requested features, note whether they are on the vendor roadmap, and capture any risks if the product direction does not match your needs. This helps prevent renewal decisions based on vague promises.

Yes. You can rename the service or platform field, adjust the support metrics you track, and add conditional logic for platform-specific questions. For example, a collaboration tool may need adoption notes, while an HR platform may need stronger data handling or integration questions.

An ad-hoc review is harder to compare across vendors, easier to lose, and often misses key decision points. This template creates a repeatable record with required fields, consistent ratings, and a clear recommendation. It also supports an audit trail for procurement and renewal discussions.

This form works well when routed to procurement, finance, IT, and the business owner after submission. Many teams connect it to approval workflows, ticketing data, or contract management records so the review is backed by evidence. A simple submission confirmation line helps set expectations for what happens next.